Matthew Erskine’s Blog
Why Well-Drafted Estate Plans Still Fail
An estate plan is not just a legal document. It is a blueprint for how a family will make decisions about wealth, responsibility, and legacy long after the original wealth creator is gone. And when that blueprint is incomplete, even the best-drafted documents cannot save the plan.
The first thing to understand is that estate planning documents are static, but families are not. A will or trust reflects a moment in time. It captures the family structure, financial situation, and intentions of the person creating it. But families evolve. Children grow up. Businesses expand or contract. New assets are acquired. Relationships change. And yet many estate plans sit untouched for years, sometimes decades. When those documents finally become relevant, they often reflect a world that no longer exists.
Strategic Succession
Putting system in place with help with future problems
Client Estate Plan Review Checklist (2025)
20 Point Checklist for Estate Plan Review Your clients' estate plans should be revisited every year or two to ensure it's still aligned with their current circumstances and intentions. This article presents a comprehensive checklist to guide you through the captivating process of reviewing client estate plans.
When Life Changes, Your Estate Plan Should Too
As life evolves your estate plan needs to be updated. Life events such as moving, getting a new job, having a child or grandchild, selling a major asset, or experiencing a medical condition can significantly impact the administration and distribution of your estate.When Life Changes, Your Estate Plan Should Too
Client Estate Plan Review Checklist
Estate planning is an ever-evolving process that requires attention. Regular reviews will ensure that your client's plan remains in sync with their life and accurately reflects their wishes. Here is a comprehensive checklist to guide you through the captivating process of reviewing client estate plans.